Nasdaq - Delayed Quote • USD
Columbia Greater China Inst2 (CGCRX)
At close: April 19 at 8:00 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies whose principal activities are located in the Greater China region. The Greater China region includes Hong Kong, the People's Republic of China, Taiwan and certain other countries. Its investments include securities of emerging market issuers. The fund may invest in companies that have market capitalizations of any size believed to be undervalued or have the potential for long-term growth. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 61.21% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -5.15% |
| 5y Average Return | -8.59% |
| Rank in Category (ytd) | 57 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CGCRX | Category Average | CGCRX | Category Average | CGCRX | Category Average | |
| Alpha | -27.08 | 0.06 | -10.1 | 0.06 | -1.34 | 0.03 |
| BETA | 1.1 | 0.01 | 0.88 | 0.01 | 1 | 0.01 |
| Mean Annual Return | -1.99 | 0.01 | -0.28 | 0.01 | 0.33 | 0.01 |
| R-squared | 28.8 | 0.46 | 27.27 | 0.43 | 35.51 | 0.53 |
| Standard Deviation | 33.56 | 0.22 | 29.47 | 0.19 | 24.98 | 0.21 |
| Sharpe Ratio | -0.8 | 0.01 | -0.19 | 0.01 | 0.1 | 0 |
| Treynor Ratio | -25.83 | 0.15 | -10.81 | 0.17 | -0.61 | 0.07 |
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